Atria Wealth Solutions’s Chipotle Mexican Grill CMG Stock Holding History

Atria Wealth Solutions’s Portfolio CMG Stock Details CMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Sell	18,086 -34,868	-66%	-$1.77M	0.02%	630
2025 Q1	$2.66M	Sell	52,954 -1,409	-3%	-$76.6K	0.03%	533
2024 Q4	$3.28M	Sell	54,363 -33,939	-38%	-$2.05M	0.04%	481
2024 Q3	$5.09M	Sell	88,302 -1,606	-2%	-$88.9K	0.06%	346
2024 Q2	$5.63M	Sell	89,908 -3,742	-4%	-$232K	0.06%	315
2024 Q1	$5.44M	Buy	93,650 +3,100	+3%	+$159K	0.06%	314
2023 Q4	$4.14M	Sell	90,550 -3,350	-4%	-$139K	0.05%	363
2023 Q3	$3.44M	Sell	93,900 -3,950	-4%	-$154K	0.05%	396
2023 Q2	$4.19M	Buy	97,850 +7,150	+8%	+$283K	0.06%	334
2023 Q1	$3.1M	Buy	90,700 +38,400	+73%	+$1.21M	0.05%	399
2022 Q4	$1.45M	Sell	52,300 -450	-0.9%	-$13.4K	0.02%	614
2022 Q3	$1.59M	Buy	+52,750	New	+$1.64M	0.03%	563
2022 Q2	–	Sell	-28,300	Closed	-$896K	–	1674
2022 Q1	$896K	Buy	+28,300	New	+$852K	0.01%	783

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Atria Wealth Solutions's CMG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Chipotle Mexican Grill (CMG) stake by 66% in Q2 2025, selling an estimated $1.77M and leaving 18,086 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #630.

Atria Wealth Solutions first reported a position in CMG in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.63M in Q2 2024. 1,545 funds tracked by Wall St. Rank hold CMG as of Q2 2025.

Atria Wealth Solutions held 18,086 shares of Chipotle Mexican Grill worth $1.02M as of Q2 2025.
Atria Wealth Solutions sold 34,868 Chipotle Mexican Grill shares in Q2 2025, an estimated $1.77M.
Chipotle Mexican Grill made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #630 holding.
Atria Wealth Solutions first reported a position in Chipotle Mexican Grill in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Chipotle Mexican Grill position peaked at $5.63M in Q2 2024.
1,545 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.